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Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
Facilitating Decisions
and
Actions
WELCOME EVERYONE!
What decision making and closure techniques do you use now in meetings?
Your Playwork
Review your handout.
Take 3 minutes.
What do you notice?
What appeals to you?
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
Over 35 Tips, Tools &
Techniques for Meetings
2.Agenda Design Tools
3. Discussion & Conflict Resolution
Tools
4. Consensus Tools
5. Brain-storming & Creativity
Tools
6. Decision-Making Tools
1. Participation
Tools
COURSE OVERVIEW
What makes for good closure and decision-making
on topics throughout meetings?
OUR CENTRAL QUESTION
THIS WEEK’S COMPETENCY
Produce Effective Results
(adapted from IAF and ToP professional facilitator certification program)
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
WHY ARE WE HERE?Rational Aims: • Hear and see the various ways of bringing
meetings to closure
• Practice converging technique of brainstorming
Experiential Aims:
• Feel confident to apply a few new techniques
• Committed to never let another meeting go by
without some kind of closure
WHAT WILL WE LEARN?
• Decision Making Techniques
• Convergence Demo & Practice
• Review Competencies
TODAY’S AGENDA
• Opening (10’)
• Decision Making: From Simple to Complex
(15’)
• Demo and Practice (55’)
• Strategy/Objectives (15’)
• Closing (10’)
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
DECISION MAKING TECHNIQUES
From SIMPLE to COMPLEX
The “D” Level or Blue Hat of dialogue frameworks
Action chart of accountabilities
Gradients of agreements
Multi or dot voting
DECISION MAKING TECHNIQUES
From SIMPLE to COMPLEX
Decision grid with criteria ranking
Consensus decision-making
Strategic and action planning
Your Playwork
ORID REFLECTION:
Which ones do you already do?
What is easy about decision-making in
groups? Challenging?
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
Your Playwork
ORID REFLECTION:
What is surprising?
Why don’t we make decisions and come to
closure more often in meetings?
Your Playwork
ORID REFLECTION:
What happens when
we do?
What is one way each
of you could do this
more consistently?
DECISION MAKING DEMO
What are all the things we can do to engage participants who are not in the room,
e.g. on the phone?
Our 4 Step Technique: Narrow Ideas – Criteria – Dot Voting – Action Planning
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
DECISION MAKING DEMO1. Get their voice heard early.2. Have them do constructivist listening with someone else who calls them.3. Take photos of what is put up on whiteboard or flipchart and send to them via text or email.4. Send them questions ahead of time and ask them to brainstorm answers.5. Facilitator writes self a note as a reminder to call those on phone.
6. Have all phone participants form a breakout group by conference call line.7. Send in data via text or email.8. Do round robins often. Phone person goes first.9. Ensure speakerphones are centrally placed.10. Have participants pass around cellphone and speak directly into that.
11. Take frequent breaks.12. Show virtual participants how their ideas are being incorporated.13. Do a walk about and take virtual participants “around “ to each situation via cellphone, taking photos as you
go.14. Give virtual participants a role as an expert at key parts of meeting.15. Give virtual participant(s) roles as small group facilitators.
16. Talk to virtual participants ahead of time to show how much you are trying to involve them. 17. Ask for ways they’d like to be involved ahead of time.18. Show on agenda where they participate and send to them so they see their name.19. Ask them once in awhile what their impressions of the meeting are when they only get to hear.20. Coach participants throughout to speak loudly, clearly and one at a time and to self identify.
21. Send a “map” of the seating arrangement and show is sitting where to virtual participants soon after meeting starts.
22. Send a photo of all participants like we have for course. 23. Set up webcam and do brain gym with them seeing you. 24. Set up webcam so they can see you facilitate and group occasionally. 25. Have whole group watch a YouTube video and virtual participants can do them at
same time.
FOCUSQUESTION:
What are all the things we can do to engage participants who are
not in the room, e.g. on the phone?
DECISION MAKING DEMO Consensus Flipchart Process
FOCUSQUESTION:
What are all the things we can do to engage participants who are
not in the room, e.g. on the phone?
PREPARE THEM EARLY 4. Send them questions ahead of time and ask them to brainstorm
answers.16. Talk to virtual participants ahead of time to show how much you
are trying to involve them. 17.Ask for ways they’d like to be involved ahead of time.
ENSURE THEY CAN SEE DATA/RESULTS
3. Take photos of what is put up on whiteboard or flipchart and send to them via text or email.
7. Send in data via text or email.12. Show virtual participants how their ideas
are being incorporated.13. Do a walk about and take virtual
participants “around “ to each situation via cellphone, taking photos as you go.
GET THEIR VOICES HEARD EARLY & OFTEN1. Get their voice heard early.8. Do round robins often. Phone person goes
first.19.Ask them once in a while what their
impressions of the meeting are when they only get to hear.
2. Have them do constructivist listening with someone on phone.
GIVE THEM ROLES14. Give virtual participants a role as an expert at key parts of meeting.15. Give virtual participant(s) roles as small group facilitators.
HELP THEM SEE EVERYONE22. Send a photo of all participants like we have for course.21. Send a “map” of the seating arrangement soon after
meeting starts. 24. Set up webcam to see you facilitate and group.
.
PROVIDE BREAKS FROM MEETING25. Have whole group watch a YouTube video and virtual
participants can do them at same time.11. Take frequent breaks.23. Set up webcam and do brain gym with them seeing you.
ENSURE ALL CAN HEAR5. Facilitator writes self a note as a
reminder to call those on phone.9. Ensure speakerphones are centrally
placed.6. Have all phone participants meet in
breakout group by conference call.10. Have participants pass around speak
directly into cellphone .
20.Coach participants throughout to speak loudly, clearly, one at a time and self identify.
DECISION MAKING DEMO
Your criteria to rank the answers: 1. Meaningful participation2. Easy to set up3. Have it resources to do4. Appropriate to culture of group
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
DECISION MAKING PRACTICE
Bringing closure to activity from workshop 5:
Our Question: What are all the ways we could incorporate creativity in our meetings?
Our technique: ConvergingAdapted from Shane SasnowForward Motion
DECISION MAKING PRACTICE
Bringing closure to activity from workshop 5:
Facilitator 1 Role: (5-10’)• Read out first 12 ideas.• Ask: which ideas could be easily grouped as they
are similar in content?• What 3-5 word phrase captures the essence of
grouped ideas?• Ask: any different ideas you’d like to add?
Our technique: ConvergingAdapted from Shane SasnowForward Motion
DECISION MAKING PRACTICEBringing closure to activity from workshop 5:
Facilitator 2 Role: (5’)• Read out the next 12 ideas.• Ask: which ideas could be easily grouped as they
are similar in content?• What 3-5 word phrase captures the essence of
grouped ideas?• Ask: any different ideas you’d like to add?• Aim for about 15-20 total grouped ideas.
Our technique: ConvergingAdapted from Shane SasnowForward Motion
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
DECISION MAKING PRACTICE
Facilitator 3 Role: (10’)• Ask the group: what criteria will you use to rank
these ideas? (e.g., easy to implement).• Do a round robin. Each person offers one criteria.• Jot criteria in note pod called “worksheet” • Copy final list of ideas from “brainstorming”
notepod onto whiteboard using text tool.• Ask each person to indicate his/her top 5 ideas.
(using a colored checkmark �)
Our technique: ConvergingAdapted from Shane SasnowForward Motion
DECISION MAKING PRACTICEBringing closure to activity from workshop 5:
Facilitator 4 Role: (10’)• Ask the group: what do you observe in the
placement of dots?• What is surprising?• What does this suggest in terms of changing your
meetings?• Do a round robin: What is your commitment
about which techniques to try in future meetings?
Our technique: ConvergingAdapted from Shane SasnowForward Motion
DECISION MAKING PRACTICEBringing closure to activity from workshop 5:
Facilitator 5 Role: (5’ – if time)
Provide words of appreciation for each facilitator
Our technique:
Converging
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
BREAK: 5 Minutes
Water…stretch…breathe
Your Playwork
REPORT BACKS:
What questions of clarity do you
have?
What did you learn about bringing
closure to idea sessions?
To meetings in general?
DECISION MAKING TECHNIQUES
From SIMPLE to COMPLEX
The “D” Level or Blue Hat of dialogue frameworks
Action chart of accountabilities
Gradients of agreements
Multi or dot voting
Decision grid with criteria ranking
Consensus decision-making
Strategic and action planning
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
DECISION MAKING TECHNIQUES
Refer to pages 28-29 of your handout.
Example Goal: Increase safety for DV victims and children.
Strategic and action planning
DECISION MAKING TECHNIQUES
Refer to pages 28-29 of your handout.
Strategic and action planning
Example Objective 1: Provide a 24/7 live Crisis Intervention Response
Example Objective 2: Provide a 24/7 live DV Prevention Response
Example Objective 3: Provide a 24/7 Emergency Shelter Coordination Response
Your Playwork
Action Plan Steps:
List 3 steps that are needed to
implement one of the objectives.
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
REVIEW OF COMPETENCIES
Create a participatory environment
Design meetings to meet client
needs
Lead Productive Discussions
Facilitate Consensus and Use
Facilitation Methods Effectively
Evoke Group Creativity
Produce Effective Results
REVIEW OF COMPETENCIESMTR: Meetings That Rock
IAF: International Association of Facilitators (CPF)
ToP: Technology of Participation(CTF)
Create a Participatory Environment Create Collaborative Client RelationshipsModel Positive Professional Attitude
Manage Positive Client RelationshipsModel Positive Professional Attitude
Design Meetings to Meet Client Needs
Plan Appropriate Group Processes
Orchestrate Quality Events
Lead Productive Discussions Create and Sustain a Participatory Environment
Create a Participatory Environment
Facilitate Consensus and UseConsensus Methods Effectively
Build and Maintain Professional Knowledge
Use ToP Methods Effectively
Evoke Group Creativity Evoke Group CreativityAs part of :Create and Sustain a Participatory Environment
Evoke the Creativity of the Group
Produce Effective Results Guide Group to Appropriate and Useful Outcomes
Produce Effective Results
FINAL REFLECTION
FOR THE ENTIRE COURSE:What did we cover?Most memorable?
Most important to you?Your blue hat summary for what this course was for you.
REMINDERS:Coaching calls, additional resources, etc.
Meetings That Rock ©
Lesson 6: Decisions & Actions
Barbara MacKay, CPF, CTF
North Star Facilitators
(503) 579-5708
www.NorthStarFacilitators.com
All photos were taken by Barbara at
actual events in her practice and
on trips.
Thanks especially to the
participants and co-facilitators of
different sessions worldwide
and the
natural elements of Oregon,
Canada, Brazil, Kauai, and
Australia.